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Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® is listed as Wealth Advisor at Veritable Wealth Advisory, a with 4 employees, based in Oshawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® previously worked as Financial Consultant at Investors Group Financial Services Inc. and Administrative Assistant at Ontario Ministry Of Finance. Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® holds Bachelor Of Commerce (B. Comm) from Ontario Tech University.
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As a Wealth Advisor at Veritable, I have the privilege of serving many families with complex financial planning needs, offering them specialized wealth planning and investment management expertise. With nearly 10 years of experience in the financial services industry, I've had the privilege to help many clients achieve and maintain their financial independence. I hold the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations, which reflect my high standard of excellence and knowledge in my field.
Listed skills include Time Management, Problem Solving, Teamwork, Goal Oriented, and 11 others.
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Peterborough, Ontario, Canada
I have the privilege and responsibility to provide personalized advisory expertise to clients across various areas including retirement planning, tax optimization, cash flow optimization, estate planning, risk management, and investment strategies. The outcome for Clients with complex financial needs is to ensure I help them achieve their long-term financial goals confidently.
1361 Grandview Street N, Oshawa, Ontario
As a financial advisor, I provided financial guidance in six key areas: Investments, Retirement, Mortgages, Cash Management, Estate, Tax, and Insurance Planning.
Oshawa, Ontario
Responsibilities include:- Assist with small and large scale archival / filing by following a prescribed detailed set of rules to store files- Working on a project team to ensure new programs and procedures are properly implemented into full-time use- Creating status reports, conducting research and managing team deadlines to confirm progress is on track
Other employees you can reach at veritablewealthadvisory.com. View company contacts for 4 employees →
Julie Dickson
Colleague at Veritable Wealth AdvisoryBurlington, Ontario, Canada
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Kim Le Page
Colleague at Veritable Wealth AdvisoryPeterborough, Ontario, Canada
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Alesha Burkitt
Colleague at Veritable Wealth AdvisoryHavelock-Belmont-Methuen, Ontario, Canada
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Adam Brown
Colleague at Veritable Wealth AdvisoryBurlington, Ontario, Canada
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Julia Fear
Colleague at Veritable Wealth AdvisoryOntario, Canada
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Jerome Losorata
Colleague at Veritable Wealth AdvisoryCanada
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Matt Galbraith
Colleague at Veritable Wealth AdvisoryKingston, Ontario, Canada
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Melissa L.
Colleague at Veritable Wealth AdvisoryKingston, Ontario, Canada
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Daniel Perras, Cfp®, Clu , Cim®, Tep
Colleague at Veritable Wealth AdvisoryPeterborough, Ontario, Canada
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Rob Wojtasik
Colleague at Veritable Wealth AdvisoryBurlington, Ontario, Canada
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Quick answers generated from the profile data available on this page.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® works for Veritable Wealth Advisory.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® is listed as Wealth Advisor at Veritable Wealth Advisory.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® is based in Oshawa, Ontario, Canada while working with Veritable Wealth Advisory.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® has worked for Veritable Wealth Advisory, Investors Group Financial Services Inc., and Ontario Ministry Of Finance.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc®'s colleagues at Veritable Wealth Advisory include Julie Dickson, Kim Le Page, Alesha Burkitt, Adam Brown, and Julia Fear.
You can use AeroLeads to view verified contact signals for Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® at Veritable Wealth Advisory, including work email, phone, and LinkedIn data when available.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® holds Bachelor Of Commerce (B. Comm) from Ontario Tech University.
Andrew Down, B.Comm.(Hon.), Cfp®, Cim®, Rrc® is listed with skills including Time Management, Problem Solving, Teamwork, Goal Oriented, Highly Dedicated, Critical Thinking, Customer Service, and Interpersonal Skills.
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